Access to your users’ Salesforce Marketing Cloud records through OAuth.
To setup your Salesforce Marketing Cloud app in Cobalt for OAuth, you will need the following credentials from your Salesforce Marketing Cloud account:
To create a Salesforce Marketing Cloud app and acquire the above mentioned credentials, please follow the steps mentioned below:
Profile
icon in the top right and select Setup
button.Installed packages
under Apps in the left side menu and click on New
button.Save
.Apps catalog
in Cobalt > Search for Salesforce Marketing Cloud
> Settings
> Use your credentials
> Callback Url
> Copy it.Add Component
button > Choose API integration
> Click on Next
> Select Web App as Integration Type
and click on Next
Redirect URIs
and select the mandatory scope i.e offline_access in the Scope section, and click on the Save
button.You can extend the lifetime of your Refresh token as required so that expired access token can be refreshed by Cobalt automatically for a longer period of time for the user.
Finish
.Save the Client Secret with you as it will be displayed only once.
Client ID
displayed under the API Integration section.App settings page lets you configure the authentication settings for an OAuth 2.0
based application. For your customers to provide you authorization to access their data,
they would first need to install your application. This page lets you set up your application credentials.
Provide the acquired Client ID and Client Secret under Settings of the app and save it.
Cobalt lets you configure what permissions to ask from your users while they install your application. The scopes can be added or removed from the App settings page, under Permissions & Scopes
section.
For some applications Cobalt sets mandatory scopes which cannot be removed. Additional scopes can be selected from the drop down. Cobalt also has the provision to add any custom scopes supported by the respective platform.
Once the scopes has been added to the application in Cobalt, go to your Salesforce Marketing Cloud account and update the scopes as added on Cobalt.
Select the OAuth App created for Cobalt > Click on Edit
under API Integration section > Select the scopes as added in Cobalt > Click on Save
.
If you are facing scopes missing or invalid scope error. Make sure you are not passing any custom scope not supported by the platform. And, the scopes selected here are identical to the ones selected in the platform.
Once the above setup is completed, you can create orchestrations of your use-cases using Salesforce Marketing Cloud actions and triggers. Following are the set of Salesforce Marketing Cloud actions and triggers supported by Cobalt.
Asset
Campaign
Contact
Custom Object
Others
Asset
Campaign
Contact
Custom Object
Others
There are no triggers in this application.
Access to your users’ Salesforce Marketing Cloud records through OAuth.
To setup your Salesforce Marketing Cloud app in Cobalt for OAuth, you will need the following credentials from your Salesforce Marketing Cloud account:
To create a Salesforce Marketing Cloud app and acquire the above mentioned credentials, please follow the steps mentioned below:
Profile
icon in the top right and select Setup
button.Installed packages
under Apps in the left side menu and click on New
button.Save
.Apps catalog
in Cobalt > Search for Salesforce Marketing Cloud
> Settings
> Use your credentials
> Callback Url
> Copy it.Add Component
button > Choose API integration
> Click on Next
> Select Web App as Integration Type
and click on Next
Redirect URIs
and select the mandatory scope i.e offline_access in the Scope section, and click on the Save
button.You can extend the lifetime of your Refresh token as required so that expired access token can be refreshed by Cobalt automatically for a longer period of time for the user.
Finish
.Save the Client Secret with you as it will be displayed only once.
Client ID
displayed under the API Integration section.App settings page lets you configure the authentication settings for an OAuth 2.0
based application. For your customers to provide you authorization to access their data,
they would first need to install your application. This page lets you set up your application credentials.
Provide the acquired Client ID and Client Secret under Settings of the app and save it.
Cobalt lets you configure what permissions to ask from your users while they install your application. The scopes can be added or removed from the App settings page, under Permissions & Scopes
section.
For some applications Cobalt sets mandatory scopes which cannot be removed. Additional scopes can be selected from the drop down. Cobalt also has the provision to add any custom scopes supported by the respective platform.
Once the scopes has been added to the application in Cobalt, go to your Salesforce Marketing Cloud account and update the scopes as added on Cobalt.
Select the OAuth App created for Cobalt > Click on Edit
under API Integration section > Select the scopes as added in Cobalt > Click on Save
.
If you are facing scopes missing or invalid scope error. Make sure you are not passing any custom scope not supported by the platform. And, the scopes selected here are identical to the ones selected in the platform.
Once the above setup is completed, you can create orchestrations of your use-cases using Salesforce Marketing Cloud actions and triggers. Following are the set of Salesforce Marketing Cloud actions and triggers supported by Cobalt.
Asset
Campaign
Contact
Custom Object
Others
Asset
Campaign
Contact
Custom Object
Others
There are no triggers in this application.